Institutional Ownership Ishares Msci Usa Value Factor (VLUE)
This table provides information about the institutional ownership of Ishares Msci Usa Value Factor (VLUE). We have compiled data on the 470 institutions that hold shares in the stock, with a total of 50.8 Million shares, which have been reported (via 13F filing form) to have a value of $5.37 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Flow Traders U.S. LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
23,956
shares
|
$2.54 Million
0.1% of portfolio
|
Q4 2024
Added 22.72%
|
|
|
Jackson Thornton Asset Management, LLC
|
Feb 11, 2025 Q4 2024 |
23,407
shares
|
$2.48 Million
0.31% of portfolio
|
Q4 2024
Added 4.46%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
23,293
shares
|
$2.47 Million
0.06% of portfolio
|
Q4 2023
Added 0.34%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
23,133
shares
|
$2.45 Million
0.42% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
22,811
shares
|
$2.41 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
22,675
shares
|
$2.4 Million
0.05% of portfolio
|
Q4 2024
Reduced 1.39%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
21,194
shares
|
$2.24 Million
0.01% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Financial & Tax Architects, LLC
St Louis, MO |
Jan 15, 2025 Q4 2024 |
20,644
shares
|
$2.18 Million
0.56% of portfolio
|
Q4 2024
Added 7.6%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
19,243
shares
|
$2.04 Million
0.03% of portfolio
|
Q4 2022
Reduced 4.52%
|
|
|
Founders Financial Securities LLC
|
Feb 10, 2025 Q4 2024 |
18,833
shares
|
$1.99 Million
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Apex Wealth Management, LLC
Bedford, NH |
Feb 14, 2025 Q4 2024 |
18,606
shares
|
$1.97 Million
1.7% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
18,487
shares
|
$1.96 Million
0.04% of portfolio
|
Q3 2024
Added 5.2%
|
|
|
Simon Quick Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
18,351
shares
|
$1.94 Million
0.12% of portfolio
|
Q4 2024
Reduced 21.39%
|
|
|
Mc Adam, LLC
|
Jan 24, 2025 Q4 2024 |
18,072
shares
|
$1.91 Million
0.11% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
Eagle Strategies LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
18,006
shares
|
$1.91 Million
0.33% of portfolio
|
Q4 2024
Added 1.19%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
17,627
shares
|
$1.87 Million
0.0% of portfolio
|
Q4 2024
Added 3.46%
|
|
|
Diversified Trust CO
|
Jan 07, 2025 Q4 2024 |
17,367
shares
|
$1.84 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
16,865
shares
|
$1.78 Million
0.16% of portfolio
|
Q4 2024
Reduced 3.14%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
16,495
shares
|
$1.75 Million
0.01% of portfolio
|
Q4 2024
Added 47.92%
|
|
|
Stringer Asset Management, LLC
Memphis, TN |
Nov 14, 2022 Q3 2022 |
16,093
shares
|
$1.7 Million
1.25% of portfolio
|
Q3 2022
Reduced 39.62%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
16,027
shares
|
$1.7 Million
0.02% of portfolio
|
Q4 2024
Reduced 1.95%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
15,974
shares
|
$1.69 Million
0.0% of portfolio
|
Q4 2024
Added 4.12%
|
|
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
Jan 22, 2025 Q4 2024 |
15,884
shares
|
$1.68 Million
1.47% of portfolio
|
Q4 2024
New holding
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
15,847
shares
|
$1.68 Million
0.0% of portfolio
|
Q4 2024
Reduced 14.73%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
15,772
shares
|
$1.67 Million
0.05% of portfolio
|
Q4 2024
Reduced 2.2%
|